Financial Services


Market Update

A good financial plan can mean the difference between seeing the big picture and missing out on crucial details for your future. Eide Bailly Financial services recently hosted a webinar on the current market environment, economic and political uncertainty and what all this means for long-term investors.

Leadership from a team of trusted advisors can help you relax and enjoy the journey.

Leadership from a team of trusted advisors can help you relax and enjoy the journey.

Opportunities and challenges, successes and failures—life changes quickly. And thinking about finances can be overwhelming. But guidance from a trustworthy advisor can offer you peace of mind. From growing your family to planning for retirement, financial advisors can help you confidently approach each season of life.


Eide Bailly's professionals are committed to helping you define what matters most today, while anticipating your needs for tomorrow. Our financial planning and investment services can be tailored to your needs so you reach your goals. We're your first call when you need help, and we'll be by your side to ensure your dreams become reality.

Latest Insights

September 25, 2020
Why long-term investing success is about time in the market, not timing.
April 27, 2020
The COVID-19 pandemic has shaken up the market, but amidst the chaos, there may be some good opportunities for retirement planning.
March 3, 2020
Turbulent daily markets often make investors emotional and impatient. Here’s why you should take a step back before making any sudden changes in your portfolio.
February 3, 2020
As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan.
January 28, 2020
For many investors, mutual funds and exchange traded funds (ETFs) are the go-to vehicles for those seeking broad diversification and access to a wide array of asset classes. While mutual funds and exchange traded funds share some characteristics …
January 25, 2020
Although the thought of death is unpleasant, it is critical to the well-being of both our families and ourselves that we take the time to create an estate plan. The peace of mind a well-thought-out plan can bring not only helps those carry on …
November 1, 2019
Join our Director of Investment Strategy, Daren Pladson, CIMA, as he explains; what a Bond is, the three most common types of bonds and how we at Eide Bailly Financial Services use bonds to further diversify our client's portfolios.
October 16, 2019
Financial planning can help you develop a clear picture of your financial situation, so you can better focus on your goals.
October 7, 2019
Are you financially ready for retirement? You may be surprised by these lifestyle facts.


Brad M. Kelley
Brad M. Kelley
Principal-in-Charge of Financial Services
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Check the background of this firm on FINRA's BrokerCheck | Customer Relationship Summary
Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. 
Securities Licensed in: AK, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM,  NV, NY, OH, OK, OR, SD, TN, TX, UT, VA, WA, WI, WV, WY
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